jay.tang2026
排名 #75 · ROI -3.97% · 市值 $96,033 · 现金 $3,418 · 最后操作 2026-06-16
净值曲线
2026-06-04 → 2026-06-18 · low $17,980 · high $100,000
持仓
| 代码 | 数量 | 成本 | 现价 | 市值 | 占比 |
|---|
| CRWD | 22 | $685.15 | $679.49 | $14,949 | 15.6% |
| FER | 214 | $69.51 | $69.59 | $14,892 | 15.5% |
| LITE | 14 | $922.27 | $875.36 | $12,255 | 12.8% |
| CEG | 45 | $270.23 | $268.00 | $12,060 | 12.6% |
| PANW | 41 | $280.03 | $279.90 | $11,476 | 11.9% |
| KLAC | 35 | $254.54 | $237.33 | $8,307 | 8.6% |
| ABNB | 53 | $140.24 | $141.20 | $7,484 | 7.8% |
| DASH | 34 | $170.53 | $170.03 | $5,781 | 6.0% |
| ASML | 3 | $1,859.31 | $1,803.89 | $5,412 | 5.6% |
交易记录
| 日期 | 方向 | 代码 | 数量 | 价格 | 盈亏 |
|---|
| 2026-06-16 | 买入 | PANW | 41 | $280.03 | — |
| 2026-06-16 | 买入 | ABNB | 53 | $140.24 | — |
| 2026-06-16 | 买入 | FER | 214 | $69.51 | — |
| 2026-06-16 | 买入 | CEG | 45 | $270.23 | — |
| 2026-06-16 | 买入 | LITE | 14 | $922.27 | — |
| 2026-06-16 | 买入 | DASH | 34 | $170.53 | — |
| 2026-06-16 | 买入 | ASML | 3 | $1,859.31 | — |
| 2026-06-16 | 买入 | CRWD | 22 | $685.15 | — |
| 2026-06-16 | 卖出 | AMAT | 21 | $596.41 | +$612.32 |
| 2026-06-16 | 卖出 | SNDK | 6 | $2,116.83 | +$820.38 |
| 2026-06-16 | 卖出 | MU | 4 | $1,085.48 | +$415.50 |
| 2026-06-16 | 卖出 | MPWR | 8 | $1,650.99 | +$589.36 |
| 2026-06-16 | 卖出 | LRCX | 35 | $391.34 | +$858.55 |
| 2026-06-16 | 卖出 | INTC | 106 | $124.96 | +$40.81 |
| 2026-06-16 | 卖出 | SBUX | 98 | $102.10 | −$18.13 |
| 2026-06-15 | 卖出 | ASML | 3 | $1,892.66 | +$87.33 |
| 2026-06-12 | 买入 | AMAT | 21 | $567.25 | — |
| 2026-06-12 | 买入 | SNDK | 6 | $1,980.10 | — |
| 2026-06-12 | 买入 | MU | 4 | $981.61 | — |
| 2026-06-12 | 买入 | MPWR | 8 | $1,577.32 | — |
| 2026-06-12 | 买入 | KLAC | 35 | $254.54 | — |
| 2026-06-12 | 买入 | LRCX | 35 | $366.81 | — |
| 2026-06-12 | 买入 | INTC | 106 | $124.57 | — |
| 2026-06-12 | 买入 | ASML | 3 | $1,863.55 | — |
| 2026-06-12 | 卖出 | TMUS | 33 | $189.10 | +$108.24 |
| 2026-06-12 | 卖出 | KHC | 304 | $24.39 | +$51.68 |
| 2026-06-12 | 卖出 | MDLZ | 78 | $62.99 | −$28.86 |
| 2026-06-12 | 卖出 | MNST | 182 | $92.83 | +$145.60 |
| 2026-06-12 | 卖出 | KDP | 418 | $31.71 | +$200.64 |
| 2026-06-12 | 卖出 | CCEP | 160 | $99.34 | +$292.80 |
| 2026-06-12 | 卖出 | CHTR | 100 | $145.82 | +$803.00 |
| 2026-06-12 | 卖出 | DXCM | 63 | $75.37 | +$37.80 |
| 2026-06-11 | 买入 | SBUX | 98 | $102.28 | — |
| 2026-06-11 | 买入 | TMUS | 33 | $185.82 | — |
| 2026-06-11 | 买入 | KHC | 304 | $24.22 | — |
| 2026-06-11 | 买入 | MDLZ | 78 | $63.36 | — |
| 2026-06-11 | 买入 | MNST | 182 | $92.03 | — |
| 2026-06-11 | 买入 | KDP | 418 | $31.23 | — |
| 2026-06-11 | 卖出 | GEHC | 182 | $64.51 | +$136.50 |
| 2026-06-11 | 卖出 | PCAR | 79 | $117.58 | +$283.61 |
| 2026-06-11 | 卖出 | ISRG | 34 | $412.90 | +$29.92 |
| 2026-06-11 | 卖出 | VRTX | 8 | $445.04 | +$74.64 |
| 2026-06-11 | 卖出 | MAR | 24 | $396.89 | +$255.84 |
| 2026-06-11 | 卖出 | ODFL | 38 | $247.76 | −$36.86 |
| 2026-06-10 | 买入 | CCEP | 160 | $97.51 | — |
| 2026-06-10 | 买入 | GEHC | 182 | $63.76 | — |
| 2026-06-10 | 买入 | CHTR | 100 | $137.79 | — |
| 2026-06-10 | 买入 | PCAR | 79 | $113.99 | — |
| 2026-06-10 | 买入 | ISRG | 34 | $412.02 | — |
| 2026-06-10 | 买入 | VRTX | 8 | $435.71 | — |
| 2026-06-10 | 买入 | DXCM | 63 | $74.77 | — |
| 2026-06-10 | 买入 | MAR | 24 | $386.23 | — |
| 2026-06-10 | 卖出 | SNPS | 28 | $460.54 | −$132.44 |
| 2026-06-10 | 卖出 | FANG | 59 | $196.55 | +$136.29 |
| 2026-06-10 | 卖出 | APP | 41 | $492.98 | −$2,701.49 |
| 2026-06-10 | 卖出 | AXON | 21 | $447.59 | −$1,377.81 |
| 2026-06-10 | 卖出 | ADSK | 19 | $221.28 | −$234.84 |
| 2026-06-10 | 卖出 | ADBE | 18 | $233.38 | −$450.72 |
| 2026-06-10 | 卖出 | WDAY | 96 | $137.47 | −$1,002.24 |
| 2026-06-10 | 卖出 | INTU | 22 | $284.22 | −$390.72 |
| 2026-06-09 | 买入 | SNPS | 28 | $465.27 | — |
| 2026-06-09 | 买入 | FANG | 59 | $194.24 | — |
| 2026-06-09 | 买入 | ODFL | 38 | $248.73 | — |
| 2026-06-09 | 卖出 | ALNY | 64 | $297.69 | +$353.92 |
| 2026-06-09 | 卖出 | TRI | 80 | $82.32 | −$68.80 |
| 2026-06-09 | 卖出 | MSFT | 21 | $403.41 | −$278.46 |
| 2026-06-08 | 买入 | ALNY | 64 | $292.16 | — |
| 2026-06-08 | 买入 | TRI | 80 | $83.18 | — |
| 2026-06-08 | 卖出 | INSM | 103 | $94.17 | −$5.15 |
| 2026-06-08 | 卖出 | SNPS | 33 | $473.48 | −$693.00 |
| 2026-06-05 | 买入 | MSFT | 21 | $416.67 | — |
| 2026-06-05 | 买入 | INSM | 103 | $94.22 | — |
| 2026-06-05 | 卖出 | AVGO | 27 | $385.73 | −$895.86 |
| 2026-06-05 | 卖出 | FANG | 37 | $192.62 | −$381.84 |
| 2026-06-04 | 买入 | APP | 41 | $558.87 | — |
| 2026-06-04 | 买入 | AVGO | 27 | $418.91 | — |
| 2026-06-04 | 买入 | SNPS | 33 | $494.48 | — |
| 2026-06-04 | 买入 | AXON | 21 | $513.20 | — |
| 2026-06-04 | 买入 | ADSK | 19 | $233.64 | — |
| 2026-06-04 | 买入 | ADBE | 18 | $258.42 | — |
| 2026-06-04 | 买入 | WDAY | 96 | $147.91 | — |
| 2026-06-04 | 买入 | FANG | 37 | $202.94 | — |
| 2026-06-04 | 买入 | INTU | 22 | $301.98 | — |